Hsbc Holdings PLC Acquires 80,256 Shares of American Homes 4 Rent $AMH

Key Points

• HSBC increased its American Homes 4 Rent stake by 10.7% in the second quarter, acquiring 80,256 shares and bringing its holdings to 830,070 shares valued at approximately $27.9 million. Institutional investors collectively own 91.87% of the REIT.
• American Homes 4 Rent reported quarterly EPS of $0.31, exceeding estimates of $0.18, while revenue rose 2.8% year over year to $470.1 million. The company maintained 2026 EPS guidance of $1.93–$1.97.
• The REIT declared a quarterly dividend of $0.33 per share, representing an annualized payout of $1.32 and a 4.1% yield. Analysts hold a consensus “Moderate Buy” rating with an average price target of $36.83.

Hsbc Holdings PLC increased its holdings in shares of American Homes 4 Rent (NYSE:AMH - Free Report) by 10.7% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 830,070 shares of the real estate investment trust's stock after purchasing an additional 80,256 shares during the quarter. Hsbc Holdings PLC owned approximately 0.23% of American Homes 4 Rent worth $27,881,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in AMH. Norges Bank bought a new stake in American Homes 4 Rent during the 4th quarter worth about $710,672,000. Principal Financial Group Inc. raised its holdings in American Homes 4 Rent by 19.8% during the first quarter. Principal Financial Group Inc. now owns 18,937,398 shares of the real estate investment trust's stock worth $528,736,000 after acquiring an additional 3,126,434 shares in the last quarter. State Street Corp raised its holdings in American Homes 4 Rent by 2.2% during the third quarter. State Street Corp now owns 18,424,196 shares of the real estate investment trust's stock worth $612,605,000 after acquiring an additional 399,894 shares in the last quarter. Geode Capital Management LLC boosted its position in American Homes 4 Rent by 2.2% during the fourth quarter. Geode Capital Management LLC now owns 7,355,760 shares of the real estate investment trust's stock valued at $235,572,000 after purchasing an additional 161,676 shares during the last quarter. Finally, Invesco Ltd. grew its stake in American Homes 4 Rent by 30.1% in the fourth quarter. Invesco Ltd. now owns 6,161,646 shares of the real estate investment trust's stock valued at $197,789,000 after purchasing an additional 1,425,912 shares in the last quarter. Institutional investors own 91.87% of the company's stock.

Insider Buying and Selling

In related news, Director Jack Corrigan purchased 6,000 shares of the firm's stock in a transaction that occurred on Monday, August 24th. The shares were acquired at an average price of $22.42 per share, for a total transaction of $134,520.00. Following the purchase, the director owned 22,000 shares in the company, valued at approximately $493,240. This represents a 37.50% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 5.70% of the company's stock.

American Homes 4 Rent Trading Up 0.2%

Shares of American Homes 4 Rent stock opened at $32.52 on Tuesday. The business has a fifty day simple moving average of $33.77 and a two-hundred day simple moving average of $31.79. American Homes 4 Rent has a 1 year low of $27.22 and a 1 year high of $35.07. The company has a market capitalization of $11.73 billion, a price-to-earnings ratio of 25.81, a P/E/G ratio of 5.79 and a beta of 0.79. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.59 and a quick ratio of 0.59.

American Homes 4 Rent (NYSE:AMH - Get Free Report) last released its quarterly earnings data on Thursday, July 30th. The real estate investment trust reported $0.31 EPS for the quarter, beating the consensus estimate of $0.18 by $0.13. The firm had revenue of $470.10 million for the quarter, compared to the consensus estimate of $466.51 million. American Homes 4 Rent had a net margin of 25.53% and a return on equity of 6.25%. The company's quarterly revenue was up 2.8% on a year-over-year basis. During the same period in the previous year, the company earned $0.47 earnings per share. American Homes 4 Rent has set its FY 2026 guidance at 1.930-1.970 EPS. Research analysts forecast that American Homes 4 Rent will post 1.91 EPS for the current year.

American Homes 4 Rent Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Tuesday, September 15th will be issued a dividend of $0.33 per share. The ex-dividend date of this dividend is Tuesday, September 15th. This represents a $1.32 annualized dividend and a dividend yield of 4.1%. American Homes 4 Rent's payout ratio is presently 104.76%.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on the company. Morgan Stanley lowered their price target on American Homes 4 Rent from $38.50 to $38.00 and set an "overweight" rating on the stock in a research report on Wednesday, August 12th. Keefe, Bruyette & Woods raised their target price on shares of American Homes 4 Rent from $36.00 to $38.00 and gave the company an "outperform" rating in a research note on Wednesday, August 5th. Jefferies Financial Group raised shares of American Homes 4 Rent to a "strong-buy" rating in a research note on Wednesday, July 22nd. UBS Group boosted their target price on shares of American Homes 4 Rent from $32.00 to $35.00 and gave the stock a "neutral" rating in a report on Wednesday, July 8th. Finally, JPMorgan Chase & Co. upped their price target on shares of American Homes 4 Rent from $35.00 to $38.00 and gave the stock a "neutral" rating in a research report on Wednesday, August 19th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and eight have given a Hold rating to the company. According to MarketBeat, American Homes 4 Rent has a consensus rating of "Moderate Buy" and a consensus target price of $36.83.

About American Homes 4 Rent

American Homes 4 Rent NYSE: AMH is a publicly traded real estate investment trust (REIT) specializing in the acquisition, development and management of single-family rental homes. Since its initial public offering in April 2013, the company has focused on building a large-scale, professionally managed portfolio of homes designed to meet the needs of today's renters. Its business model emphasizes the acquisition of well-located properties coupled with consistent, in-house property management to drive occupancy and long-term value.

As of the most recent reporting, American Homes 4 Rent owns and operates tens of thousands of homes across the United States, with concentration in key Sun Belt and high-growth markets.

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